Meet the Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.

Ryan Tristan Chiu

Digital Media & Software Developer

Simiao Zhou, PhD, CFA

Director of Research &

Senior Software Developer

Jasmin Kassas, iBBA

Projects & Marketing

Ryan Tristan Chiu, BAH

Software Developer & Digital Media

Eddie Wang, MSc

Front-end Software Developer

Finalist...